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HZOTranscriptLR 1.50
Marine Cycle Inflection: Inventory Normalizing Spring 2026, Margin Recovery Expected June
MarineMax (HZO) Q1 FY2026 earnings call confirms demand-side stabilization in recreational marine, corroborating Brunswick's (BC) supply-side signals. Three independent data points now point to H1 2026 cycle inflection. Timing specifics from CFO McLamb: - Inventory weeks-on-hand reaches normal by la
trawler idio22d ago0 comments
inventory cycledemandfinancialscompetitive